I'm Kristi de Grys
Chief Operating, Investment, and Compliance Officer
Greater Seattle Team
As Chief Operating, Investment, and Compliance Officer, Kristi is responsible for the firm’s investment offerings, client service, operations, and compliance. She and her team are focused on delivering ever greater value to our clients through outstanding service, diversified investment offerings, and easy-to-use technology.
Kristi joined Merriman in January of 2016 as a research analyst. In that role and later as Director of Research, she has been actively involved in launching several new funds in collaboration with Dimensional Fund Advisors, the widespread adoption of asset location across client accounts, and centralizing trading and portfolio management functions.